Broker Check

Professional Designations

Accredited Asset Management Specialist

Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses.

AAMS conferred by College for Financial Planning.

Certified Financial Planner

A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Certified Fund Specialist

CFS designees have expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. This does not license individuals to buy or sell mutual funds.

Chartered Financial Consultant

Individuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Chartered Retirement Planning Counselor

The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

CRPC conferred by College for Financial Planning

Schedule a Meeting